APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 4,828 shares; 2025Q4: 4,973 shares 4,973 $672K 0.01% +145 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,268 shares; 2025Q1: 10,327 shares; 2025Q2: 10,778 shares; 2025Q3: 11,267 shares; 2025Q4: 11,398 shares 11,398 $670K 0.01% +131 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 3,627 shares; 2025Q2: 3,640 shares; 2025Q3: 3,050 shares; 2025Q4: 3,185 shares 3,185 $665K 0.01% +135 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,681 shares; 2025Q1: 6,529 shares; 2025Q2: 7,879 shares; 2025Q3: 7,875 shares; 2025Q4: 7,875 shares 7,875 $664K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 8,076 shares; 2025Q2: 8,592 shares; 2025Q3: 8,870 shares; 2025Q4: 9,520 shares 9,520 $661K 0.01% +650 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,534 shares; 2025Q1: 17,382 shares; 2025Q2: 16,023 shares; 2025Q3: 15,877 shares; 2025Q4: 15,761 shares 15,761 $660K 0.01% -116 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,067 shares; 2024Q4: 27,380 shares; 2025Q1: 16,838 shares; 2025Q2: 18,405 shares; 2025Q3: 17,677 shares; 2025Q4: 19,634 shares 19,634 $657K 0.01% +1,957 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 9,264 shares; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 8,832 shares; 2025Q4: 8,832 shares 8,832 $655K 0.01% 0 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,720 shares; 2025Q4: 31,720 shares 31,720 $652K 0.01% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,260 shares; 2025Q4: 30,782 shares 30,782 $651K 0.01% +3,522 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,546 shares; 2025Q2: 1,554 shares; 2025Q3: 1,591 shares; 2025Q4: 1,560 shares 1,560 $651K 0.01% -31 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,759 shares; 2025Q1: 4,373 shares; 2025Q2: 4,425 shares; 2025Q3: 3,876 shares; 2025Q4: 4,689 shares 4,689 $646K 0.01% +813 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,769 shares; 2025Q2: 17,058 shares; 2025Q3: 15,616 shares; 2025Q4: 15,922 shares 15,922 $639K 0.01% +306 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 1,065 shares; 2025Q1: 1,489 shares; 2025Q2: 1,278 shares; 2025Q3: 1,265 shares; 2025Q4: 1,301 shares 1,301 $638K 0.01% +36 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,729 shares 1,729 $637K 0.01% -24 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,801 shares; 2025Q1: 5,703 shares; 2025Q2: 5,888 shares; 2025Q3: 5,598 shares; 2025Q4: 6,104 shares 6,104 $635K 0.01% +506 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 5,314 shares 5,314 $634K 0.01% +1,653 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,281 shares; 2025Q1: 3,285 shares; 2025Q2: 3,614 shares; 2025Q3: 3,709 shares; 2025Q4: 3,735 shares 3,735 $633K 0.01% +26 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,182 shares; 2025Q3: 6,342 shares; 2025Q4: 5,551 shares 5,551 $631K 0.01% -791 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,435 shares; 2024Q4: 71,435 shares; 2025Q1: 28,908 shares; 2025Q2: 28,908 shares; 2025Q3: 20,884 shares; 2025Q4: 20,884 shares 20,884 $630K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: 7,286 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 10,716 shares 10,716 $629K 0.01% +3,430 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,641 shares; 2025Q1: 8,128 shares; 2025Q2: 7,739 shares; 2025Q3: 7,593 shares; 2025Q4: 6,235 shares 6,235 $629K 0.01% -1,358 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: not reported; 2025Q1: 13,034 shares; 2025Q2: 10,622 shares; 2025Q3: 10,777 shares; 2025Q4: 11,017 shares 11,017 $626K 0.01% +240 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 13,915 shares; 2025Q1: 15,469 shares; 2025Q2: 14,711 shares; 2025Q3: 14,779 shares; 2025Q4: 15,563 shares 15,563 $626K 0.01% +784 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 5,042 shares; 2025Q2: 4,567 shares; 2025Q3: 4,292 shares; 2025Q4: 3,431 shares 3,431 $624K 0.01% -861 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,085 shares; 2024Q4: 120,069 shares; 2025Q1: 6,586 shares; 2025Q2: 5,445 shares; 2025Q3: 8,201 shares; 2025Q4: 7,709 shares 7,709 $622K 0.01% -492 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,357 shares; 2025Q3: 15,235 shares; 2025Q4: 6,613 shares 6,613 $621K 0.01% -8,622 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 3,694 shares; 2025Q1: 3,313 shares; 2025Q2: 3,152 shares; 2025Q3: 3,142 shares; 2025Q4: 4,296 shares 4,296 $616K 0.01% +1,154 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,663 shares; 2024Q4: 9,018 shares; 2025Q1: 10,727 shares; 2025Q2: 12,301 shares; 2025Q3: 17,780 shares; 2025Q4: 5,855 shares 5,855 $615K 0.01% -11,925 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 2,213 shares; 2025Q1: 2,241 shares; 2025Q2: 2,410 shares; 2025Q3: 2,391 shares; 2025Q4: 2,487 shares 2,487 $614K 0.01% +96 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,258 shares 7,258 $593K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,402 shares; 2024Q4: 8,931 shares; 2025Q1: 10,474 shares; 2025Q2: 10,654 shares; 2025Q3: 6,358 shares; 2025Q4: 7,404 shares 7,404 $588K 0.01% +1,046 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,558 shares; 2025Q2: 5,085 shares; 2025Q3: 6,540 shares; 2025Q4: 11,823 shares 11,823 $587K 0.01% +5,283 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 8,097 shares; 2025Q1: 8,247 shares; 2025Q2: 8,284 shares; 2025Q3: 8,876 shares; 2025Q4: 9,975 shares 9,975 $585K 0.01% +1,099 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,967 shares; 2025Q1: 2,963 shares; 2025Q2: 4,114 shares; 2025Q3: 4,303 shares; 2025Q4: 4,464 shares 4,464 $585K 0.01% +161 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: not reported; 2025Q2: 2,621 shares; 2025Q3: 2,597 shares; 2025Q4: 2,597 shares 2,597 $583K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 10,459 shares; 2025Q1: 5,245 shares; 2025Q2: 6,466 shares; 2025Q3: 6,617 shares; 2025Q4: 7,098 shares 7,098 $577K 0.01% +481 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: 1,745 shares; 2025Q2: 2,033 shares; 2025Q3: 1,937 shares; 2025Q4: 2,527 shares 2,527 $575K 0.01% +590 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,696 shares; 2025Q1: 2,499 shares; 2025Q2: 9,182 shares; 2025Q3: 4,257 shares; 2025Q4: 4,221 shares 4,221 $574K 0.01% -36 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 2,069 shares 2,069 $570K 0.01% +2 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 40,438 shares; 2025Q1: 40,581 shares; 2025Q2: 45,253 shares; 2025Q3: 47,394 shares; 2025Q4: 56,198 shares 56,198 $561K 0.01% +8,804 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 1,231 shares; 2025Q1: 1,173 shares; 2025Q2: 1,280 shares; 2025Q3: 1,327 shares; 2025Q4: 1,331 shares 1,331 $555K 0.01% +4 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,077 shares; 2025Q2: 1,002 shares; 2025Q3: 1,020 shares; 2025Q4: 1,005 shares 1,005 $554K 0.01% -15 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 3,387 shares; 2025Q1: 3,282 shares; 2025Q2: 5,283 shares; 2025Q3: 5,234 shares; 2025Q4: 5,631 shares 5,631 $550K 0.01% +397 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,104 shares; 2025Q4: 1,170 shares 1,170 $550K 0.01% -934 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 8,600 shares; 2025Q4: 8,716 shares 8,716 $549K 0.01% +116 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,516 shares; 2024Q4: 8,607 shares; 2025Q1: 9,686 shares; 2025Q2: 9,785 shares; 2025Q3: 9,724 shares; 2025Q4: 11,492 shares 11,492 $527K 0.01% +1,768 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 12,244 shares; 2025Q1: 12,447 shares; 2025Q2: 12,022 shares; 2025Q3: 11,986 shares; 2025Q4: 11,986 shares 11,986 $524K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 487 shares; 2025Q1: 550 shares; 2025Q2: 663 shares; 2025Q3: 718 shares; 2025Q4: 774 shares 774 $524K 0.01% +56 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,610 shares; 2025Q1: 6,542 shares; 2025Q2: 17,153 shares; 2025Q3: 7,130 shares; 2025Q4: 6,633 shares 6,633 $524K 0.01% -497 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,298 shares; 2025Q3: 4,345 shares; 2025Q4: 4,340 shares 4,340 $523K 0.01% -5 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 434 shares; 2025Q2: 587 shares; 2025Q3: 630 shares; 2025Q4: 642 shares 642 $519K 0.01% +12 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 9,097 shares; 2025Q1: 9,338 shares; 2025Q2: 9,602 shares; 2025Q3: 9,741 shares; 2025Q4: 7,719 shares 7,719 $518K 0.01% -2,022 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 7,421 shares; 2025Q4: 7,242 shares 7,242 $517K 0.01% -179 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,203 shares; 2025Q4: 17,203 shares 17,203 $515K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,062 shares; 2024Q4: 13,526 shares; 2025Q1: 14,491 shares; 2025Q2: 10,537 shares; 2025Q3: 9,067 shares; 2025Q4: 9,026 shares 9,026 $514K 0.01% -41 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,383 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 3,864 shares; 2025Q4: 5,118 shares 5,118 $511K 0.01% +1,254 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,041 shares; 2025Q1: 11,888 shares; 2025Q2: 13,576 shares; 2025Q3: 14,139 shares; 2025Q4: 17,425 shares 17,425 $509K 0.01% +3,286 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,638 shares; 2024Q4: 84,048 shares; 2025Q1: 5,542 shares; 2025Q2: 4,777 shares; 2025Q3: 5,111 shares; 2025Q4: 11,270 shares 11,270 $504K 0.01% +6,159 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,280 shares; 2025Q4: 6,963 shares 6,963 $504K 0.01% -317 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,619 shares; 2025Q4: 3,651 shares 3,651 $503K 0.01% +32 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,180 shares; 2025Q1: 9,762 shares; 2025Q2: 14,278 shares; 2025Q3: 6,158 shares; 2025Q4: 3,648 shares 3,648 $503K 0.01% -2,510 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,704 shares; 2025Q3: 9,350 shares; 2025Q4: 7,783 shares 7,783 $501K 0.01% -1,567 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares 4,096 $499K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 2,433 shares; 2025Q1: 2,314 shares; 2025Q2: 2,325 shares; 2025Q3: 2,362 shares; 2025Q4: 2,214 shares 2,214 $494K 0.01% -148 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,523 shares; 2025Q2: 7,976 shares; 2025Q3: 11,152 shares; 2025Q4: 8,551 shares 8,551 $493K 0.01% -2,601 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,425 shares; 2025Q1: 8,729 shares; 2025Q2: 8,203 shares; 2025Q3: not reported; 2025Q4: 10,771 shares 10,771 $492K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 643 shares; 2025Q1: not reported; 2025Q2: 1,015 shares; 2025Q3: 1,154 shares; 2025Q4: 1,162 shares 1,162 $490K 0.01% +8 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,500 shares; 2025Q2: 25,518 shares; 2025Q3: 24,655 shares; 2025Q4: 25,323 shares 25,323 $490K 0.01% +668 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares 2,383 $490K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: not reported; 2025Q1: 9,630 shares; 2025Q2: 8,742 shares; 2025Q3: 9,167 shares; 2025Q4: 17,156 shares 17,156 $489K 0.01% +7,989 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,292 shares; 2025Q2: 2,435 shares; 2025Q3: 2,507 shares; 2025Q4: 3,000 shares 3,000 $488K 0.01% +493 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,498 shares; 2025Q1: 2,503 shares; 2025Q2: 2,550 shares; 2025Q3: 2,621 shares; 2025Q4: 2,625 shares 2,625 $487K 0.01% +4 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,978 shares; 2025Q2: 7,952 shares; 2025Q3: 7,575 shares; 2025Q4: 8,102 shares 8,102 $487K 0.01% +527 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 4,978 shares 4,978 $485K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,473 shares; 2025Q1: 10,903 shares; 2025Q2: 12,750 shares; 2025Q3: 12,070 shares; 2025Q4: 10,327 shares 10,327 $480K 0.01% -1,743 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,517 shares; 2025Q1: 3,190 shares; 2025Q2: 4,220 shares; 2025Q3: 4,465 shares; 2025Q4: 3,400 shares 3,400 $480K 0.01% -1,065 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,580 shares; 2025Q4: 4,813 shares 4,813 $479K 0.01% +233 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,949 shares; 2025Q3: 15,184 shares; 2025Q4: 14,859 shares 14,859 $476K 0.01% -325 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,725 shares; 2025Q1: 3,855 shares; 2025Q2: 4,276 shares; 2025Q3: 4,504 shares; 2025Q4: 4,512 shares 4,512 $475K 0.01% +8 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928 shares; 2025Q1: 1,959 shares; 2025Q2: 2,718 shares; 2025Q3: 2,788 shares; 2025Q4: 2,736 shares 2,736 $475K 0.01% -52 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 2,243 shares; 2025Q2: 2,375 shares; 2025Q3: 2,207 shares; 2025Q4: 2,844 shares 2,844 $472K 0.01% +637 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,036 shares; 2025Q1: 7,027 shares; 2025Q2: 7,155 shares; 2025Q3: 5,223 shares; 2025Q4: 5,897 shares 5,897 $472K 0.01% +674 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 2,373 shares; 2025Q2: 3,793 shares; 2025Q3: 3,432 shares; 2025Q4: 3,731 shares 3,731 $469K 0.01% +299 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 821 shares; 2025Q1: not reported; 2025Q2: 1,780 shares; 2025Q3: 1,872 shares; 2025Q4: 1,920 shares 1,920 $466K 0.01% +48 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,870 shares; 2025Q3: 2,324 shares; 2025Q4: 2,510 shares 2,510 $466K 0.01% +186 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,252 shares; 2025Q1: 5,178 shares; 2025Q2: 4,878 shares; 2025Q3: 4,990 shares; 2025Q4: 4,477 shares 4,477 $464K 0.01% -513 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: 517 shares; 2025Q2: 513 shares; 2025Q3: 441 shares; 2025Q4: 420 shares 420 $462K 0.01% -21 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,790 shares; 2025Q4: 10,830 shares 10,830 $461K 0.01% -1,960 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: not reported; 2025Q1: 4,002 shares; 2025Q2: 7,257 shares; 2025Q3: 9,663 shares; 2025Q4: 9,058 shares 9,058 $461K 0.01% -605 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,279 shares; 2024Q4: 11,279 shares; 2025Q1: 12,836 shares; 2025Q2: 12,836 shares; 2025Q3: 12,836 shares; 2025Q4: 12,836 shares 12,836 $461K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,647 shares; 2024Q4: 7,647 shares; 2025Q1: 7,712 shares; 2025Q2: 7,767 shares; 2025Q3: 7,714 shares; 2025Q4: 7,714 shares 7,714 $459K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 18,304 shares; 2025Q1: 16,785 shares; 2025Q2: 17,453 shares; 2025Q3: 18,894 shares; 2025Q4: 19,540 shares 19,540 $457K 0.01% +646 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares; 2025Q4: 2,714 shares 2,714 $456K 0.01% +206 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,541 shares; 2025Q1: 2,472 shares; 2025Q2: 2,892 shares; 2025Q3: 3,162 shares; 2025Q4: 3,644 shares 3,644 $455K 0.01% +482 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,353 shares; 2025Q1: 4,353 shares; 2025Q2: 7,259 shares; 2025Q3: 9,316 shares; 2025Q4: 6,642 shares 6,642 $454K 0.01% -2,674 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,917 shares; 2025Q1: 5,351 shares; 2025Q2: 4,942 shares; 2025Q3: 4,953 shares; 2025Q4: 5,003 shares 5,003 $454K 0.01% +50 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,905 shares; 2025Q3: 6,927 shares; 2025Q4: 7,246 shares 7,246 $453K 0.01% +319 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 3,059 shares; 2025Q2: 3,554 shares; 2025Q3: 4,017 shares; 2025Q4: 4,416 shares 4,416 $452K 0.01% +399 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 5,610 shares; 2025Q1: 5,242 shares; 2025Q2: 6,442 shares; 2025Q3: 7,002 shares; 2025Q4: 7,717 shares 7,717 $452K 0.01% +715 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,266 shares; 2024Q4: 23,266 shares; 2025Q1: 23,266 shares; 2025Q2: 23,273 shares; 2025Q3: 23,273 shares; 2025Q4: 23,273 shares 23,273 $452K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,609 shares; 2025Q1: 3,998 shares; 2025Q2: 4,473 shares; 2025Q3: 5,742 shares; 2025Q4: 5,559 shares 5,559 $448K 0.01% -183 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,815 shares; 2024Q4: 66,701 shares; 2025Q1: 66,701 shares; 2025Q2: 9,461 shares; 2025Q3: 9,461 shares; 2025Q4: 10,089 shares 10,089 $447K 0.01% +628 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 47,781 shares; 2025Q1: 47,781 shares; 2025Q2: 47,781 shares; 2025Q3: 47,781 shares; 2025Q4: 47,817 shares 47,817 $445K 0.01% +36 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,450 shares; 2025Q1: 1,765 shares; 2025Q2: 1,852 shares; 2025Q3: 2,005 shares; 2025Q4: 1,966 shares 1,966 $445K 0.01% -39 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,091 shares; 2024Q4: 10,176 shares; 2025Q1: 11,314 shares; 2025Q2: 6,484 shares; 2025Q3: 6,018 shares; 2025Q4: 5,871 shares 5,871 $444K 0.01% -147 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 14,953 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 13,114 shares 13,114 $439K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 971 shares; 2025Q4: 704 shares 704 $439K 0.01% -267 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,096 shares; 2025Q1: 1,074 shares; 2025Q2: 1,108 shares; 2025Q3: 1,145 shares; 2025Q4: 1,510 shares 1,510 $438K 0.01% +365 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,835 shares; 2025Q1: 3,843 shares; 2025Q2: 4,153 shares; 2025Q3: 4,076 shares; 2025Q4: 4,119 shares 4,119 $437K 0.01% +43 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 21,603 shares; 2025Q1: 21,666 shares; 2025Q2: 21,688 shares; 2025Q3: 21,926 shares; 2025Q4: 22,016 shares 22,016 $437K 0.01% +90 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,194 shares; 2025Q1: 1,306 shares; 2025Q2: 1,090 shares; 2025Q3: 1,397 shares; 2025Q4: 1,229 shares 1,229 $431K 0.01% -168 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,329 shares; 2025Q3: 6,351 shares; 2025Q4: 6,376 shares 6,376 $426K 0.01% +25 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 3,103 shares; 2025Q1: 2,818 shares; 2025Q2: 2,931 shares; 2025Q3: 2,979 shares; 2025Q4: 3,838 shares 3,838 $423K 0.01% +859 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,368 shares; 2024Q4: 7,368 shares; 2025Q1: 9,489 shares; 2025Q2: 8,357 shares; 2025Q3: 5,806 shares; 2025Q4: 10,189 shares 10,189 $420K 0.01% +4,383 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 22,134 shares; 2025Q1: 22,134 shares; 2025Q2: 22,158 shares; 2025Q3: 22,158 shares; 2025Q4: 22,158 shares 22,158 $420K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,179 shares; 2024Q4: 18,977 shares; 2025Q1: 10,791 shares; 2025Q2: 17,133 shares; 2025Q3: 6,029 shares; 2025Q4: 5,287 shares 5,287 $419K 0.01% -742 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,407 shares; 2025Q1: 2,140 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,803 shares 3,803 $413K 0.01% -83 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,260 shares 11,260 $412K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,442 shares; 2025Q1: 2,457 shares; 2025Q2: 2,603 shares; 2025Q3: 2,973 shares; 2025Q4: 3,156 shares 3,156 $412K 0.01% +183 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 2,113 shares; 2025Q2: 2,146 shares; 2025Q3: 2,133 shares; 2025Q4: 2,333 shares 2,333 $412K 0.01% +200 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,441 shares; 2025Q4: 8,394 shares 8,394 $411K 0.01% -47 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares 703 $409K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,486 shares; 2025Q1: 12,215 shares; 2025Q2: 14,100 shares; 2025Q3: 14,349 shares; 2025Q4: 14,790 shares 14,790 $407K 0.01% +441 Timeline OMDA OMADA HEALTH INC More: the full row for OMADA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,722 shares 25,722 $406K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: not reported; 2025Q1: 934 shares; 2025Q2: 1,361 shares; 2025Q3: 1,480 shares; 2025Q4: 1,550 shares 1,550 $402K 0.01% +70 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,741 shares; 2024Q4: 4,422 shares; 2025Q1: 3,765 shares; 2025Q2: 2,441 shares; 2025Q3: 2,347 shares; 2025Q4: 2,657 shares 2,657 $399K 0.01% +310 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,914 shares; 2024Q4: 11,514 shares; 2025Q1: 11,139 shares; 2025Q2: 10,443 shares; 2025Q3: 10,443 shares; 2025Q4: 10,443 shares 10,443 $398K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,360 shares; 2025Q1: 1,520 shares; 2025Q2: 1,723 shares; 2025Q3: 1,891 shares; 2025Q4: 2,039 shares 2,039 $396K 0.01% +148 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,605 shares; 2025Q1: 11,182 shares; 2025Q2: 9,139 shares; 2025Q3: 11,185 shares; 2025Q4: 11,393 shares 11,393 $396K 0.01% +208 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 1,882 shares; 2025Q3: 2,038 shares; 2025Q4: 2,348 shares 2,348 $394K 0.01% +310 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,214 shares; 2025Q2: 7,222 shares; 2025Q3: 7,746 shares; 2025Q4: 8,559 shares 8,559 $390K 0.01% +813 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 655 shares; 2025Q1: 709 shares; 2025Q2: 589 shares; 2025Q3: 706 shares; 2025Q4: 669 shares 669 $388K 0.01% -37 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,074 shares; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 3,222 shares; 2025Q4: 3,323 shares 3,323 $386K 0.01% +101 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,500 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,527 shares; 2025Q3: 32,527 shares; 2025Q4: 32,533 shares 32,533 $380K 0.01% +6 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: not reported; 2025Q1: 4,741 shares; 2025Q2: 4,817 shares; 2025Q3: 4,847 shares; 2025Q4: 4,887 shares 4,887 $380K 0.01% +40 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,068 shares; 2024Q4: 14,164 shares; 2025Q1: 8,101 shares; 2025Q2: 7,204 shares; 2025Q3: 7,108 shares; 2025Q4: 7,654 shares 7,654 $379K 0.01% +546 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,606 shares; 2025Q1: 5,491 shares; 2025Q2: 5,477 shares; 2025Q3: 8,326 shares; 2025Q4: 8,143 shares 8,143 $378K 0.01% -183 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,680 shares 19,680 $377K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,810 shares; 2024Q4: 12,289 shares; 2025Q1: 12,565 shares; 2025Q2: 14,084 shares; 2025Q3: 19,091 shares; 2025Q4: 25,154 shares 25,154 $376K 0.01% +6,063 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,976 shares; 2024Q4: 6,673 shares; 2025Q1: 6,916 shares; 2025Q2: 7,293 shares; 2025Q3: 8,321 shares; 2025Q4: 9,790 shares 9,790 $376K 0.01% +1,469 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,613 shares; 2024Q4: 29,301 shares; 2025Q1: 16,905 shares; 2025Q2: 16,858 shares; 2025Q3: 12,073 shares; 2025Q4: 11,946 shares 11,946 $376K 0.01% -127 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,946 shares; 2025Q1: 6,537 shares; 2025Q2: 6,400 shares; 2025Q3: 6,052 shares; 2025Q4: 5,904 shares 5,904 $375K 0.01% -148 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares 1,867 $373K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 4,621 shares; 2025Q2: 4,753 shares; 2025Q3: 4,795 shares; 2025Q4: 4,522 shares 4,522 $371K 0.01% -273 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,096 shares; 2025Q1: 4,190 shares; 2025Q2: 4,179 shares; 2025Q3: 4,221 shares; 2025Q4: 4,274 shares 4,274 $370K 0.01% +53 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 894 shares 894 $369K 0.01% +394 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,590 shares; 2025Q1: 12,228 shares; 2025Q2: 13,264 shares; 2025Q3: 12,824 shares; 2025Q4: 13,956 shares 13,956 $365K 0.01% +1,132 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 2,578 shares 2,578 $364K 0.01% +7 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,053 shares; 2025Q1: 19,754 shares; 2025Q2: 8,352 shares; 2025Q3: 8,352 shares; 2025Q4: 8,352 shares 8,352 $362K 0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,827 shares 11,827 $360K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,217 shares; 2025Q1: 910 shares; 2025Q2: 1,228 shares; 2025Q3: 1,078 shares; 2025Q4: 1,065 shares 1,065 $360K 0.01% -13 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 4,996 shares; 2025Q1: 4,996 shares; 2025Q2: 4,998 shares; 2025Q3: 5,003 shares; 2025Q4: 5,003 shares 5,003 $357K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,475 shares; 2025Q3: 1,576 shares; 2025Q4: 1,574 shares 1,574 $356K 0.01% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,183 shares 2,183 $356K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,419 shares; 2025Q3: 6,206 shares; 2025Q4: 7,253 shares 7,253 $356K 0.01% +1,047 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,015 shares; 2025Q2: 9,015 shares; 2025Q3: 9,015 shares; 2025Q4: 9,015 shares 9,015 $355K 0.01% 0 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,729 shares; 2025Q4: 7,602 shares 7,602 $353K 0.01% -127 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares 2,308 $351K 0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,763 shares 3,763 $350K 0.01% +46 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,370 shares; 2025Q1: 1,155 shares; 2025Q2: 1,456 shares; 2025Q3: 1,268 shares; 2025Q4: 1,376 shares 1,376 $344K <0.01% +108 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,101 shares; 2025Q2: 19,157 shares; 2025Q3: 19,266 shares; 2025Q4: 19,266 shares 19,266 $344K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 2,713 shares; 2025Q1: 2,609 shares; 2025Q2: 2,837 shares; 2025Q3: 2,839 shares; 2025Q4: 2,853 shares 2,853 $343K <0.01% +14 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 2,066 shares; 2025Q3: 2,797 shares; 2025Q4: 2,903 shares 2,903 $340K <0.01% +106 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,243 shares; 2025Q1: 25,766 shares; 2025Q2: 19,397 shares; 2025Q3: 15,228 shares; 2025Q4: 7,224 shares 7,224 $338K <0.01% -8,004 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares 3,013 $337K <0.01% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 7,222 shares 7,222 $336K <0.01% -68 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,434 shares; 2025Q2: 6,452 shares; 2025Q3: 7,327 shares; 2025Q4: 7,695 shares 7,695 $335K <0.01% +368 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,630 shares 23,630 $335K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares 1,825 $333K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,633 shares; 2025Q1: 1,659 shares; 2025Q2: 1,762 shares; 2025Q3: 1,755 shares; 2025Q4: 1,799 shares 1,799 $331K <0.01% +44 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 1,613 shares; 2025Q4: 1,608 shares 1,608 $330K <0.01% -5 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,829 shares; 2025Q1: 8,575 shares; 2025Q2: 9,809 shares; 2025Q3: 6,251 shares; 2025Q4: 6,253 shares 6,253 $328K <0.01% +2 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,649 shares; 2025Q4: 5,371 shares 5,371 $327K <0.01% +1,722 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,285 shares; 2025Q4: 6,296 shares 6,296 $326K <0.01% +11 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,555 shares; 2025Q4: 11,913 shares 11,913 $324K <0.01% +1,358 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 979 shares; 2025Q1: 1,097 shares; 2025Q2: 1,079 shares; 2025Q3: 1,375 shares; 2025Q4: 1,558 shares 1,558 $321K <0.01% +183 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 3,693 shares; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 3,235 shares; 2025Q4: 3,131 shares 3,131 $321K <0.01% -104 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,018 shares; 2025Q1: 9,041 shares; 2025Q2: 9,491 shares; 2025Q3: 10,657 shares; 2025Q4: 11,376 shares 11,376 $320K <0.01% +719 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,542 shares; 2025Q4: 16,533 shares 16,533 $319K <0.01% -9 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 4,599 shares; 2025Q1: 4,588 shares; 2025Q2: 4,803 shares; 2025Q3: 4,804 shares; 2025Q4: 4,910 shares 4,910 $318K <0.01% +106 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,796 shares; 2025Q2: 4,160 shares; 2025Q3: 4,158 shares; 2025Q4: 4,209 shares 4,209 $317K <0.01% +51 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 3,425 shares 3,425 $315K <0.01% +555 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,045 shares; 2025Q2: 1,021 shares; 2025Q3: 1,077 shares; 2025Q4: 1,138 shares 1,138 $314K <0.01% +61 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 8,022 shares; 2025Q1: 8,022 shares; 2025Q2: 8,022 shares; 2025Q3: 8,022 shares; 2025Q4: 8,022 shares 8,022 $314K <0.01% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,945 shares; 2025Q4: 7,533 shares 7,533 $313K <0.01% -412 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,648 shares; 2025Q4: 4,279 shares 4,279 $313K <0.01% +631 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $313K <0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,419 shares; 2025Q1: 4,449 shares; 2025Q2: 4,600 shares; 2025Q3: 4,589 shares; 2025Q4: 4,634 shares 4,634 $312K <0.01% +45 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,431 shares; 2025Q3: 3,217 shares; 2025Q4: 3,218 shares 3,218 $312K <0.01% +1 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 3,708 shares; 2025Q4: 3,832 shares 3,832 $311K <0.01% +124 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 14,152 shares; 2025Q3: 14,192 shares; 2025Q4: 14,292 shares 14,292 $310K <0.01% +100 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,715 shares; 2025Q3: 3,643 shares; 2025Q4: 4,815 shares 4,815 $310K <0.01% +1,172 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,581 shares 8,581 $309K <0.01% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,786 shares; 2025Q3: 4,069 shares; 2025Q4: 4,105 shares 4,105 $309K <0.01% +36 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,183 shares 16,183 $305K <0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,434 shares 1,434 $303K <0.01% new Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,870 shares; 2025Q4: 7,800 shares 7,800 $301K <0.01% +930 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: 1,374 shares 1,374 $301K <0.01% +195 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares 4,680 $301K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,352 shares; 2025Q2: 3,644 shares; 2025Q3: 4,364 shares; 2025Q4: 4,454 shares 4,454 $300K <0.01% +90 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares 1,191 $299K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,162 shares; 2025Q2: 1,187 shares; 2025Q3: 1,247 shares; 2025Q4: 1,473 shares 1,473 $299K <0.01% +226 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 8,156 shares; 2025Q1: 8,166 shares; 2025Q2: 8,362 shares; 2025Q3: 8,794 shares; 2025Q4: 9,709 shares 9,709 $298K <0.01% +915 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares 4,550 $298K <0.01% new Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,920 shares 6,920 $297K <0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,137 shares; 2025Q3: 5,149 shares; 2025Q4: 5,161 shares 5,161 $297K <0.01% +12 Timeline FFTY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 8,500 shares 8,500 $296K <0.01% +1,000 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,608 shares 12,608 $295K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 157 shares; 2025Q1: 218 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 146 shares 146 $294K <0.01% -6 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $294K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,629 shares 3,629 $293K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,483 shares; 2025Q1: not reported; 2025Q2: 1,886 shares; 2025Q3: 1,939 shares; 2025Q4: 2,285 shares 2,285 $291K <0.01% +346 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,539 shares; 2025Q1: 2,736 shares; 2025Q2: 3,242 shares; 2025Q3: 2,900 shares; 2025Q4: 2,714 shares 2,714 $291K <0.01% -186 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 998 shares; 2025Q3: 980 shares; 2025Q4: 1,014 shares 1,014 $289K <0.01% +34 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,973 shares; 2025Q1: 15,212 shares; 2025Q2: 12,995 shares; 2025Q3: 11,623 shares; 2025Q4: 11,585 shares 11,585 $289K <0.01% -38 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,345 shares; 2025Q4: 6,506 shares 6,506 $288K <0.01% +161 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 85 shares 85 $288K <0.01% +20 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,216 shares; 2025Q4: 10,194 shares 10,194 $288K <0.01% +1,978 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 3,175 shares; 2025Q4: 3,426 shares 3,426 $287K <0.01% +251 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,455 shares; 2025Q1: 2,474 shares; 2025Q2: 2,523 shares; 2025Q3: 2,667 shares; 2025Q4: 2,852 shares 2,852 $286K <0.01% +185 Timeline FRGE FORGE GLOBAL HOLDINGS INC More: the full row for FORGE GLOBAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,410 shares 6,410 $286K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 2,778 shares; 2025Q3: 3,127 shares; 2025Q4: 3,258 shares 3,258 $285K <0.01% +131 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,272 shares; 2025Q4: 14,021 shares 14,021 $284K <0.01% -251 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,772 shares; 2025Q4: 3,920 shares 3,920 $284K <0.01% +148 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,405 shares 3,405 $283K <0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579 shares 579 $282K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: not reported; 2025Q4: 1,242 shares 1,242 $280K <0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,354 shares; 2024Q4: 14,946 shares; 2025Q1: 12,980 shares; 2025Q2: 11,934 shares; 2025Q3: 3,812 shares; 2025Q4: 3,116 shares 3,116 $279K <0.01% -696 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,215 shares; 2025Q1: 7,545 shares; 2025Q2: 7,742 shares; 2025Q3: 7,771 shares; 2025Q4: 3,346 shares 3,346 $278K <0.01% -4,425 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659 shares 659 $277K <0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,587 shares; 2024Q4: 12,864 shares; 2025Q1: 13,227 shares; 2025Q2: 13,936 shares; 2025Q3: 14,022 shares; 2025Q4: 14,243 shares 14,243 $276K <0.01% +221 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 917 shares; 2025Q1: 923 shares; 2025Q2: 1,096 shares; 2025Q3: 1,150 shares; 2025Q4: 1,142 shares 1,142 $275K <0.01% -8 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,380 shares; 2025Q3: 7,207 shares; 2025Q4: 7,255 shares 7,255 $275K <0.01% +48 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,676 shares; 2025Q4: 3,658 shares 3,658 $274K <0.01% -18 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 929 shares 929 $273K <0.01% +97 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,599 shares 1,599 $273K <0.01% +114 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 8,153 shares; 2025Q1: 8,178 shares; 2025Q2: 8,220 shares; 2025Q3: 8,244 shares; 2025Q4: 8,244 shares 8,244 $270K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 2,428 shares; 2025Q4: 2,464 shares 2,464 $270K <0.01% +36 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,150 shares; 2025Q3: 4,457 shares; 2025Q4: 4,457 shares 4,457 $268K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: 1,211 shares; 2025Q3: 1,257 shares; 2025Q4: 953 shares 953 $268K <0.01% -304 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,993 shares; 2025Q1: 2,427 shares; 2025Q2: 2,778 shares; 2025Q3: 2,770 shares; 2025Q4: 1,239 shares 1,239 $266K <0.01% -1,531 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,669 shares; 2025Q2: 5,695 shares; 2025Q3: 4,223 shares; 2025Q4: 4,168 shares 4,168 $266K <0.01% -55 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,281 shares; 2025Q4: 1,413 shares 1,413 $264K <0.01% +132 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,487 shares; 2025Q1: 15,487 shares; 2025Q2: 18,430 shares; 2025Q3: 18,930 shares; 2025Q4: 20,388 shares 20,388 $263K <0.01% +1,458 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,222 shares; 2025Q4: 5,700 shares 5,700 $261K <0.01% +1,478 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 279 shares 279 $260K <0.01% +1 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,963 shares; 2025Q3: 4,564 shares; 2025Q4: 5,191 shares 5,191 $260K <0.01% +627 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,167 shares 3,167 $260K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares; 2025Q4: 1,208 shares 1,208 $259K <0.01% +82 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 285 shares 285 $259K <0.01% +39 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: not reported; 2025Q1: 5,704 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,876 shares 5,876 $258K <0.01% +176 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,044 shares; 2025Q1: 5,054 shares; 2025Q2: 5,253 shares; 2025Q3: 5,269 shares; 2025Q4: 5,284 shares 5,284 $257K <0.01% +15 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares 714 $257K <0.01% new Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,653 shares; 2025Q3: 15,050 shares; 2025Q4: 18,750 shares 18,750 $257K <0.01% +3,700 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,194 shares; 2024Q4: 14,217 shares; 2025Q1: 14,194 shares; 2025Q2: 14,194 shares; 2025Q3: 14,194 shares; 2025Q4: 14,194 shares 14,194 $255K <0.01% 0 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,360 shares; 2025Q4: 27,765 shares 27,765 $253K <0.01% -595 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares 2,433 $253K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,070 shares 2,070 $252K <0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 16,108 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,100 shares 15,100 $252K <0.01% +100 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,941 shares; 2025Q4: 2,513 shares 2,513 $251K <0.01% +572 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,990 shares; 2025Q4: 5,225 shares 5,225 $250K <0.01% +235 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,730 shares 3,730 $249K <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares 2,508 $249K <0.01% new Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 2,524 shares 2,524 $249K <0.01% -6,476 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 6,423 shares 6,423 $249K <0.01% +2,230 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,262 shares; 2025Q1: 5,262 shares; 2025Q2: 7,262 shares; 2025Q3: 5,262 shares; 2025Q4: 5,290 shares 5,290 $249K <0.01% +28 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares; 2025Q3: 4,787 shares; 2025Q4: 4,947 shares 4,947 $247K <0.01% +160 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,828 shares; 2025Q1: 10,667 shares; 2025Q2: 10,671 shares; 2025Q3: 10,578 shares; 2025Q4: 9,253 shares 9,253 $247K <0.01% -1,325 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares; 2025Q4: 3,560 shares 3,560 $247K <0.01% +53 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares 723 $246K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,949 shares; 2025Q3: 4,348 shares; 2025Q4: 5,750 shares 5,750 $245K <0.01% +1,402 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,118 shares; 2025Q2: 8,118 shares; 2025Q3: 8,118 shares; 2025Q4: 8,118 shares 8,118 $245K <0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares 5,180 $242K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,010 shares 5,010 $240K <0.01% new Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 16,900 shares; 2025Q1: 15,103 shares; 2025Q2: 15,103 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares 15,100 $240K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,194 shares; 2025Q1: 2,213 shares; 2025Q2: 2,266 shares; 2025Q3: 2,366 shares; 2025Q4: 2,862 shares 2,862 $240K <0.01% +496 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,387 shares; 2025Q3: not reported; 2025Q4: 1,229 shares 1,229 $240K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,792 shares; 2025Q4: 1,770 shares 1,770 $239K <0.01% -22 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,256 shares; 2025Q3: 5,256 shares; 2025Q4: 5,256 shares 5,256 $239K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,439 shares; 2025Q3: 3,439 shares; 2025Q4: 3,477 shares 3,477 $239K <0.01% +38 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: not reported; 2025Q4: 236 shares 236 $238K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,123 shares; 2025Q4: 1,144 shares 1,144 $238K <0.01% +21 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $236K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares 2,357 $235K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 725 shares; 2025Q3: 665 shares; 2025Q4: 735 shares 735 $235K <0.01% +70 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,772 shares; 2025Q4: 3,822 shares 3,822 $235K <0.01% +50 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 524 shares 524 $234K <0.01% -1 VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 918 shares; 2025Q2: 965 shares; 2025Q3: 1,001 shares; 2025Q4: 960 shares 960 $233K <0.01% -41 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,366 shares; 2025Q4: 9,664 shares 9,664 $232K <0.01% +298 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,126 shares; 2025Q1: 4,188 shares; 2025Q2: 5,069 shares; 2025Q3: 3,105 shares; 2025Q4: 3,092 shares 3,092 $232K <0.01% -13 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,491 shares; 2025Q4: 4,114 shares 4,114 $232K <0.01% +623 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $232K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,195 shares; 2024Q4: 10,425 shares; 2025Q1: 5,496 shares; 2025Q2: 7,651 shares; 2025Q3: 3,714 shares; 2025Q4: 3,822 shares 3,822 $229K <0.01% +108 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,713 shares; 2025Q1: 2,825 shares; 2025Q2: 3,308 shares; 2025Q3: 3,402 shares; 2025Q4: 3,588 shares 3,588 $229K <0.01% +186 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $229K <0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 1,423 shares 1,423 $229K <0.01% +141 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 3,026 shares; 2025Q2: 3,121 shares; 2025Q3: 3,078 shares; 2025Q4: 3,325 shares 3,325 $227K <0.01% +247 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,541 shares 8,541 $227K <0.01% new Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,436 shares; 2025Q4: 7,442 shares 7,442 $226K <0.01% +6 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,064 shares 4,064 $226K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,729 shares; 2025Q3: 1,611 shares; 2025Q4: 1,595 shares 1,595 $225K <0.01% -16 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,914 shares; 2025Q4: 4,726 shares 4,726 $225K <0.01% -188 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,591 shares 2,591 $224K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,594 shares; 2025Q3: not reported; 2025Q4: 1,268 shares 1,268 $223K <0.01% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,816 shares 14,816 $222K <0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,058 shares; 2025Q4: 3,882 shares 3,882 $222K <0.01% -176 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,481 shares; 2025Q3: 5,566 shares; 2025Q4: 6,443 shares 6,443 $222K <0.01% +877 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722 shares; 2025Q4: 739 shares 739 $221K <0.01% +17 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,679 shares 2,679 $220K <0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,812 shares 12,812 $219K <0.01% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,693 shares 4,693 $219K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,057 shares 8,057 $218K <0.01% new Timeline AIFA ALLIED GAMING & ENTRTNMNT IN More: the full row for ALLIED GAMING & ENTRTNMNT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 641,500 shares; 2025Q4: 549,500 shares 549,500 $215K <0.01% -92,000 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,448 shares; 2025Q4: 9,618 shares 9,618 $215K <0.01% +170 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 440 shares; 2025Q4: 440 shares 440 $214K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 536 shares 536 $211K <0.01% +8 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,336 shares 4,336 $211K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares 2,416 $211K <0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,471 shares 4,471 $210K <0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,777 shares 8,777 $210K <0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,143 shares 8,143 $210K <0.01% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 1,025 shares 1,025 $208K <0.01% -33 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,465 shares; 2025Q4: 1,455 shares 1,455 $207K <0.01% -10 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,304 shares 2,304 $203K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares 1,486 $203K <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,937 shares; 2025Q3: not reported; 2025Q4: 2,548 shares 2,548 $202K <0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares 1,454 $202K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 907 shares 907 $202K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares 1,110 $201K <0.01% new Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $200K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,268 shares; 2024Q4: 14,268 shares; 2025Q1: 14,914 shares; 2025Q2: 16,220 shares; 2025Q3: 17,747 shares; 2025Q4: 16,865 shares 16,865 $181K <0.01% -882 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 11,458 shares; 2025Q2: 11,742 shares; 2025Q3: 13,173 shares; 2025Q4: 13,523 shares 13,523 $176K <0.01% +350 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,336 shares; 2025Q2: 85,955 shares; 2025Q3: 85,955 shares; 2025Q4: 85,955 shares 85,955 $169K <0.01% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,112 shares; 2025Q3: 15,379 shares; 2025Q4: 15,662 shares 15,662 $167K <0.01% +283 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,317 shares; 2024Q4: 30,317 shares; 2025Q1: 30,317 shares; 2025Q2: 31,283 shares; 2025Q3: 33,290 shares; 2025Q4: 33,234 shares 33,234 $166K <0.01% -56 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,819 shares; 2025Q4: 13,268 shares 13,268 $165K <0.01% +449 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $147K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,490 shares; 2025Q4: 12,442 shares 12,442 $146K <0.01% +952 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares 18,000 $123K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,897 shares; 2025Q3: 10,673 shares; 2025Q4: 11,274 shares 11,274 $114K <0.01% +601 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,877 shares; 2025Q1: 18,409 shares; 2025Q2: 16,418 shares; 2025Q3: 14,018 shares; 2025Q4: 13,070 shares 13,070 $109K <0.01% -948 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,658 shares; 2024Q4: 13,408 shares; 2025Q1: 13,408 shares; 2025Q2: 13,534 shares; 2025Q3: 13,349 shares; 2025Q4: 13,408 shares 13,408 $108K <0.01% +59 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,217 shares 11,217 $93.5K <0.01% new PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 18,217 shares; 2025Q3: 18,217 shares; 2025Q4: 21,217 shares 21,217 $88.7K <0.01% +3,000 Timeline EVTL VERTICAL AEROSPACE LTD More: the full row for VERTICAL AEROSPACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 15,000 shares 15,000 $80K <0.01% -5,000 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 15,000 shares 15,000 $78.5K <0.01% +5,000 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,272 shares; 2025Q4: 26,957 shares 26,957 $76.6K <0.01% +11,685 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,930 shares 11,930 $71.9K <0.01% new Timeline ATAIBECKLEY INC ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,837 shares 16,837 $68.9K <0.01% new TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares 16,000 $63K <0.01% new Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,039 shares; 2025Q3: 17,020 shares; 2025Q4: 17,020 shares 17,020 $61.4K <0.01% 0 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,082 shares 10,082 $59.3K <0.01% new Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,312 shares; 2024Q4: 16,312 shares; 2025Q1: 16,312 shares; 2025Q2: 16,312 shares; 2025Q3: 16,312 shares; 2025Q4: 16,312 shares 16,312 $57.3K <0.01% 0 Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $44.4K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,855 shares; 2025Q3: 36,700 shares; 2025Q4: 21,750 shares 21,750 $43.1K <0.01% -14,950 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,581 shares 15,581 $38.5K <0.01% new Timeline SGMO SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,300 shares; 2024Q4: 41,300 shares; 2025Q1: 41,300 shares; 2025Q2: 41,300 shares; 2025Q3: 41,300 shares; 2025Q4: 41,400 shares 41,400 $17.4K <0.01% +100 Timeline TBH BRAG HSE HLDGS INC More: the full row for BRAG HSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,048 shares; 2025Q3: 21,048 shares; 2025Q4: 21,048 shares 21,048 $8.42K <0.01% 0 Timeline